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Documentation

S-Docs Advanced Customization

Formatting

Configure a Multi-Page Table to Repeat Header on Each Page

Adding Dynamic Images Into Templates

Want more on formatting? Click here.

Merge

Insert SOQL Query Data as Merge Fields with Named Query Feature

S-Docs Runtime Prompts: Merge User Input with Documents at Runtime

Call Apex Classes in S-Docs Templates

Use Switch Statements in S-Docs Templates

Want more on merge? Click here.

Related Lists

Using S-Docs Direct SOQL Feature for Related List

Filtering, Sorting, and Grouping your Related List

Create a Document for Each Record in a Related List

Writing A Query That Returns Distinct Records

Want more on related lists? Click here.

Integrations

Integrating S-Docs with Box

Connecting S-Docs with Amazon S3

Overview of S-Docs Google Drive Integration

Google Drive Integration Installation and Setup

Uploading Documents to Google Drive

Integrating with Adobe ESign

Integrating with DocuSign

General Solutions

S-Docs with Communities

Parameters for APEX Buttons and Calls

Generate a Component Template for Each Record in a List of Records

Want more on general solutions? Click here.

Products

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  • E-Signature
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Solutions

  • Healthcare & Life Sciences
  • Financial Services
  • Government
  • Retail & Manufacturing
  • Consumer Goods & Electronics
  • S-Docs for Salesforce Revenue Cloud
  • All Industries

Resources

  • Knowledge Base
  • S-Docs Blog
  • Videos
  • Template Library
  • Release Notes
  • Troubleshooting
  • FAQ

About

  • Overview
  • Native Benefits
  • Leadership
  • News & Events
  • Careers
  • Contact Us

Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and e-signature solution and put us in the top 1% of all apps on the Salesforce AppExchange.

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  • Products
    • Document Generation
    • E-Signature
    • Pricing
  • Solutions
    • Healthcare & Life Sciences
    • Financial Services
    • Government
    • Retail & Manufacturing
    • Consumer Goods & Electronics
    • S-Docs for Salesforce Revenue Cloud
    • All Industries
  • Customers
  • Partners
  • Resources
    • Knowledge Base
    • S-Docs Blog
    • Videos
    • News & Events
    • Template Library
    • Release Notes
    • Troubleshooting
    • FAQ
  • About
    • Overview
    • Why 100% Native?
    • Leadership
    • Careers
    • Contact Us
  • Try It For Free